Polen Capital Management
ARLO icon

Polen Capital Management’s Arlo Technologies ARLO Stock Holding History

Polen Capital Management’s Portfolio ARLO Stock Details ARLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-58,674
Closed -$835K – 223
2026
Q1 		$835K Buy
+58,674
New +$784K 0.01% 161
2025
Q4 		– Sell
-60,486
Closed -$1.03M – 238
2025
Q3 		$1.03M Buy
60,486
+11,296
+23% +$192K ﹤0.01% 139
2025
Q2 		$834K Buy
+49,190
New +$629K ﹤0.01% 156

Other funds holding ARLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Polen Capital Management's ARLO Position: Q2 2026 in Review

Polen Capital Management sold out of Arlo Technologies (ARLO) in Q2 2026, closing a stake of 58,674 shares — an estimated $835K sold.

Polen Capital Management first reported a position in ARLO in Q2 2025 and held it in 3 quarters. The position peaked at $1.03M in Q3 2025. 261 funds tracked by Wall St. Rank hold ARLO as of Q2 2026.

  • Polen Capital Management reported no remaining Arlo Technologies position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 58,674 Arlo Technologies shares in Q2 2026, an estimated $835K.
  • Polen Capital Management first reported a position in Arlo Technologies in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's Arlo Technologies position peaked at $1.03M in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Arlo Technologies as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.